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Disclosery

Ascent Group, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Group, LLC on WM, newest first. How the timeline and the estimate are built.

Ascent Group, LLC held 21,200 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,200 shares
    Change vs previous 13F +2,306 shares

    0.14% of the 13F portfolio, value $4,725,175.

    13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,894 shares
    Change vs previous 13F +1,906 shares

    0.15% of the 13F portfolio, value $4,341,761.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,988 shares
    Change vs previous 13F +569 shares

    0.13% of the 13F portfolio, value $3,732,533.

    13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,419 shares
    Change vs previous 13F +1,002 shares

    0.13% of the 13F portfolio, value $3,625,905.

    13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,417 shares
    Change vs previous 13F +1,119 shares

    0.14% of the 13F portfolio, value $3,527,797.

    13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,298 shares
    Change vs previous 13F +6,764 shares

    0.14% of the 13F portfolio, value $3,310,189.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,534 shares
    Change vs previous 13F +44 shares

    0.11% of the 13F portfolio, value $1,520,286.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,490 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,554,908.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).